How we approach responsible investment
Holding ourselves to account
What we offer
Our core strategy approach has available a number of research inputs, including, where appropriate and as applicable, our ESG-focused research. In our core strategies, we may invest in securities with ESG risks if we believe such risks are reflected adequately in their valuations, but our emphasis is very much on improving respective ESG issues through active engagement.
Our suite of sustainable strategies seek a balance between the current and future needs of stakeholders. They aim to encourage a better allocation of capital that leads to the generation of sustainable risk-adjusted returns for clients alongside improved long-term global outcomes for the society and the environment.
Exclusions and screening
We also offer exclusions and screening to some of our faith-based and charity investors.
Sustainable investment strategies
Sustainable Global Dynamic Bond
Learn more about Newton’s Sustainable Global Dynamic Bond strategy
Sustainable Global Equity
Learn more about Newton’s Sustainable Global Equity Strategy
Sustainable Global Equity Income
Learn more about Newton’s Sustainable Global Equity Income Strategy
Sustainable Real Return
Learn more about Newton’s Sustainable Real Return Strategy
Sustainable Sterling Bond
Learn more about Newton’s Sustainable Sterling Bond Strategy
Reports – Stewardship and climate-related disclosures
Q3 2021 ESG report – Our latest engagement and voting activitiesreport archive.
Newton Responsible Investment Policies and Principles
Responsible investment and stewardship 2020 annual report
Task Force on Climate-related Financial Disclosures (TCFD) report
This series explains why we believe active engagement can drive better investment decisions, and shares some specific examples of our engagement work.
Meet the team
Interim head of sustainable investment and global head of client investment solutions
Curt is responsible for overseeing our sustainable investment offering and communicating our approach to responsible investment to our global client base.
Head of responsible investment
Ian is responsible for Newton’s approach to ESG, including corporate governance and wider stewardship matters, and how these are considered throughout Newton’s investment process.
Head of ESG research
Lloyd is head of ESG research at Newton. His role includes setting responsible investment philosophy, overseeing the ESG research process as well as conducting research and engagement on environmental, social and governance issues.
Responsible investment analyst
Sakshi undertakes research and engagement on ESG issues with global companies, as well as voting and reporting to clients.
Sakshi is employed by BNY Mellon India, an outsourced service provider to Newton Investment Management.
ESG data analyst
Alex leads on developing and managing Responsible Investment data solutions. He also contributes to thematic research.
Responsible investment analyst
Rebecca undertakes research and engagement on ESG issues with global companies, as well as voting and reporting to clients.
Responsible Investment analyst
Parag undertakes research and engagement on ESG issues with global companies, as well as voting and reporting to clients.
Parag is employed by BNY Mellon India, an outsourced service provider to Newton Investment Management.
Tanushree’s responsibilities include the exercise of voting rights, engaging with companies and reporting to clients.
Tanushree is employed by BNY Mellon India, an outsourced service provider to Newton Investment Management.
We are here to help with any questions you may have about our investment solutions.
Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested.